Batia Praizner
Batia Praizner is a registered investment advisor at Oppenheimer & CO. INC., based in Jenkintown, PA, with 35 years of industry experience. Batia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
One Pitcairn Place, 165 Township Line Road, Suite 2300, Jenkintown, PA, 19046
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Batia is the executor of her mother's estate, Maya Praizner Estate, which is in the process of liquidation. This requires minimal time.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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